+146.5%
ASX vs AEM
+17.3%
+129.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +9.7% | -13.6% | -7.2% |
| 7D | -14.6% | +0.2% | -14.8% | -14.7% |
| 30D | -21.1% | +0.1% | -21.1% | -21.0% |
| 3M | -3.1% | +22.1% | -25.2% | -10.6% |
| 6M | +17.4% | +2.4% | +14.9% | +14.5% |
| YTD | +135.3% | +8.9% | +126.4% | +130.8% |
| 1Y | +146.5% | +18.7% | +127.8% | +130.2% |
| All | +146.5% | +17.3% | +129.2% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling